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Baker Avenue Asset Management’s Microsoft MSFT Stock Holding History

Baker Avenue Asset Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,200
Closed -$4.79K – 437
2024
Q3 		$4.79K Buy
+10,200
New +$4.36M ﹤0.01% 424

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Avenue Asset Management's MSFT Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $22M and bringing the position to 347,425 shares worth $129M. The position accounts for 2.91% of the portfolio, ranked #4.

Baker Avenue Asset Management first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $150M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Baker Avenue Asset Management held 347,425 shares of Microsoft worth $129M as of Q1 2026.
  • Baker Avenue Asset Management bought 52,565 Microsoft shares in Q1 2026, an estimated $22M.
  • Microsoft made up 2.91% of Baker Avenue Asset Management's portfolio in Q1 2026, its #4 holding.
  • Baker Avenue Asset Management first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
  • Baker Avenue Asset Management's Microsoft position peaked at $150M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.